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TOP 30 Financial planning services in Fort Lauderdale, FL
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Steve Botkin - State Farm Insurance Agent
Steve Botkin - State Farm Insurance Agent is an insurance agency located at 3038 North Federal Highway in Fort Lauderdale, Florida. At the SE intersection of Oakland Park Blvd on Federal Highway, this institution offers a range of insurance services including car insurance, home insurance, boat insurance, life insurance, health insurance, and financial services throughout Florida and the tri-county area. The team at Steve Botkin - State Farm Insurance Agent is dedicated to providing excellent customer service and helping clients manage the risks of everyday life. With a focus on professionalism and care, they aim to be the preferred choice for all insurance and financial service needs in the area. The team includes experienced professionals such as Terry, Raquel, William, Lynn, and Leo, who are all committed to assisting clients with their insurance needs. Whether you are looking for retirement planning options, auto insurance, or assistance with a home insurance claim, Steve Botkin - State Farm Insurance Agent is here to help. Contact them today to learn more about their services and how they can assist you with your insurance needs.
USI Florida
USI Florida is a reputable insurance agency located at 2400 East Commercial Boulevard in Fort Lauderdale, Florida. As a trusted provider of insurance services, USI Florida offers a wide range of coverage options to meet the needs of individuals and businesses alike. With a dedicated team of professionals, USI Florida is committed to providing exceptional customer service and tailored insurance solutions to ensure peace of mind and financial protection for their clients. Whether you are looking for personal insurance coverage or commercial insurance solutions, USI Florida is your go-to agency in the United States.
Jeryl Madfis Insurance
Jeryl Madfis Insurance is a health insurance agency located in Fort Lauderdale, Florida, United States. We are dedicated to providing solutions to protect your overall well-being through underwritten insurance solutions, Medicare plans, individual health insurance, supplemental insurance products, and more. Jeryl has been in the financial services industry since 2010 and is licensed in Life, Health, and Variable Annuity. Our clients love working with us and appreciate our knowledge and professionalism. Whether you need help navigating the world of insurance during a divorce or simply want to find the best health insurance plan for your family, Jeryl is here to help. Contact us today to learn more about how we can protect your health and financial well-being.
New York Life : Marianela Thula
New York Life: Marianela Thula is an insurance agency located at 1300 Concord Terrace in Fort Lauderdale, Florida, United States. With a strong focus on providing personalized insurance solutions to meet the unique needs of each client, New York Life: Marianela Thula is dedicated to helping individuals and families protect their financial future. Whether you are looking for life insurance, retirement planning, or investment options, the experienced team at New York Life: Marianela Thula is committed to providing exceptional service and guidance every step of the way. Contact them today to learn more about how they can help you secure your financial well-being.
Victor Schlicht - State Farm Insurance Agent
Victor Schlicht - State Farm Insurance Agent is a reputable insurance agency located at 7630 Margate Boulevard in Margate, Florida. Led by Victor Schlicht, a German-American with a background in business and a passion for helping people, this agency serves the entire tri-county area in Florida, including cities like Coral Springs, Coconut Creek, and Fort Lauderdale. Victor and his team of licensed professionals are dedicated to providing personalized insurance plans for individuals and families, offering services in multiple languages to cater to the diverse community. Whether you need auto, home, life, health, or business insurance, Victor Schlicht - State Farm Insurance Agent is your one-stop-shop. The agency prides itself on building lasting relationships with customers and delivering exceptional customer service. With a focus on community outreach and ethical practices, the mission of this agency is to inform and protect clients' financial and insurance needs.
Marjee Nathaniel - State Farm Insurance Agent
Marjee Nathaniel - State Farm Insurance Agent is a reputable insurance agency located at 1881 Northeast 26th Street in Fort Lauderdale, Florida. As a State Farm Insurance Agent, Marjee Nathaniel offers a wide range of insurance products and services to meet the needs of individuals, families, and businesses in the area. With a commitment to providing personalized and professional service, Marjee Nathaniel and her team strive to help clients protect what matters most to them. Whether you are looking for auto, home, life, or business insurance, you can trust Marjee Nathaniel - State Farm Insurance Agent to provide you with the coverage you need at competitive rates.
Rupert Brown - State Farm Insurance Agent
Rupert Brown - State Farm Insurance Agent is a trusted insurance agency located at 17 North State Road 7 in Plantation, Florida. With over 30 years of experience serving the communities of Plantation, Lauderhill, Lauderdale Lakes, Sunrise, Oakland Park, Fort Lauderdale, Tamarac, Coral Springs, Coconut Creek, and throughout South Florida, Rupert Brown and his team are dedicated to meeting all of your insurance and financial services needs. Whether you need auto, home, condo, renter's, boat, life, or business insurance, retirement plans, or financial services, they are here to help. Rupert Brown is a graduate of Brooklyn College with a BA in Economics and has been a State Farm Agent since 1989. He and his family are actively involved in community service, charity work, and missionary efforts both locally and abroad. Rupert is a member of various industry organizations and holds a Chartered Financial Consultant degree from the American College.
MassMutual South Florida
MassMutual South Florida is a leading finance and insurance agency located at 1000 Corporate Drive in Fort Lauderdale, Florida, United States. Our experienced team of professionals is dedicated to helping individuals and businesses achieve their financial goals through a range of insurance and investment products. Whether you are looking for retirement planning, life insurance, or wealth management services, we are here to provide personalized solutions to meet your needs. Contact us today to learn more about how MassMutual South Florida can help secure your financial future.
Coastal Wealth
Coastal Wealth is a leading financial solutions firm located at 1000 Corporate Drive in Fort Lauderdale, Florida. Our institution prides itself on being the most innovative, collaborative, and trusted in the nation. With a focus on integrity, transparency, and ethical conduct, we offer a wide range of financial services tailored to meet your evolving needs. Our dedicated team of experts at Coastal Wealth provides comprehensive financial planning, investment strategies, and strategic tax planning to help you achieve your unique financial goals. We go beyond traditional services to offer attentive listening, thoughtful recommendations, and genuine care for you, your family, and your business.
John Hancock Life Insurance Co
John Hancock Life Insurance Co, located at 401 East Las Olas Boulevard, Fort Lauderdale, Florida, United States, is an insurance agency that offers financial advisory services with a personal touch. With a history spanning over 160 years, we are committed to honesty, reliability, and customer satisfaction. Our innovative approach to the industry combines tradition with cutting-edge technology. We specialize in helping partners build their life insurance businesses and assisting clients in protecting what matters most. Eligible John Hancock Vitality members have access to the Galleri test, a multi-cancer early detection test that screens for over 50 types of cancer with a single blood test.
Tom Martinez - State Farm Insurance Agent
Welcome to Tom Martinez - State Farm Insurance Agent located at 7900 Nova Drive in Davie, Florida. Our 2-story building is conveniently situated just north of the current local, on the Southwest corner of University Drive and Nova Drive behind Fred Hunters. Our experienced team has over 35 years of combined experience in the insurance industry and is dedicated to providing personalized insurance plans tailored to meet the unique needs of you and your loved ones. Whether you are in need of Auto, Homeowners, Renters, Health, Life, Business, Boat, Motorcycle, or Commercial Insurance, we are here to help. Our team takes pride in serving the Davie community, as well as Fort Lauderdale, Plantation, Cooper City, Lauderhill, Pembroke Pines, Sunrise, Weston, and surrounding areas throughout the state of Florida.
Krause Capital, Inc.
Krause Capital, Inc. is a reputable financial planning and investment management firm located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida. Our dedicated team of professionals is committed to providing personalized guidance and education to help clients take control of their financial future and navigate potential challenges. We offer custom investment management strategies tailored to each client's individual needs, taking into account factors such as risk tolerance, asset allocation, and insurance policies. In addition to our financial services, Krause Capital, Inc. partners with organizations in the South Florida community to offer workplace financial planning and wellness programs. We also provide guidance to senior management on fiduciary responsibilities related to retirement plans. Our firm is dedicated to giving back to the local community by offering these services on a pro bono basis.
Fehr Associates
Fehr Associates is a renowned health institution located at 2598 East Sunrise Boulevard in Fort Lauderdale, Florida, United States. With a team of highly qualified professionals, Fehr Associates offers a wide range of medical services and treatments to cater to the diverse needs of its patients. Whether you are seeking preventive care, treatment for a specific condition, or simply looking to improve your overall health and well-being, Fehr Associates is dedicated to providing personalized and compassionate care to help you achieve your health goals. Visit us today and experience the exceptional care and expertise that sets Fehr Associates apart as a leader in the healthcare industry.
Metro Infusion Center
Metro Infusion Center is a leading institution located at 1777 South Andrews Avenue in Fort Lauderdale, Florida, United States. As a specialized doctor's office focused on health and hospital services, we offer a range of infusion and intravenous treatments in a comfortable and welcoming environment. Our team of practitioners is dedicated to providing expert care, personalized treatment plans, and comprehensive insurance support to ensure a hassle-free experience for our patients. At Metro Infusion Center, we understand the importance of finding a reliable partner for your infusion therapy needs. With flexible appointments, convenient locations, and efficient insurance verification processes, we strive to make your treatment journey as smooth as possible. Our experienced staff is well-versed in a variety of infusion therapies, including chemotherapy, biotherapy, and immunotherapy, and we tailor each treatment plan to suit the unique medical condition of every patient.
Signed By Shanta, LLC
Signed By Shanta, LLC is a reputable finance institution located at 1524 Northwest 13th Avenue in Fort Lauderdale, Florida, United States. Specializing in financial services, Signed By Shanta, LLC offers personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide expert advice and assistance in areas such as budgeting, investing, and financial planning. Whether you are looking to secure a loan, manage your wealth, or improve your financial literacy, Signed By Shanta, LLC is dedicated to helping you succeed.
Simpson & Associates, LLC
Simpson & Associates, LLC is a finance institution located on Southeast 3rd Avenue in Fort Lauderdale, Florida, United States. They specialize in providing comprehensive support services for law firms, offering a one-stop shop for all their legal needs. Led by Founder and CEO Casita Simpson, the team at Simpson & Associates is dedicated to helping small and medium-sized law firms create efficient and fully operational businesses. They offer services such as CRM consulting, online and mobile notary services, and membership packages for enhanced legal efficiency. With a focus on innovation and personalized care, Simpson & Associates aims to exceed client expectations and deliver successful outcomes. Their team of legal professionals covers a wide range of areas of law, ensuring that clients receive tailored and expert assistance. Whether you need assistance with document authentication, estate planning, or real estate transactions, Simpson & Associates is committed to providing seamless solutions for all your legal requirements. With a strong track record of delivering results and a forward-thinking mindset, Simpson & Associates is a trusted partner for law firms looking to streamline their operations and achieve their goals.
Greenberg Law Group, P.A.
Greenberg Law Group, P.A. is a reputable institution located at 2883 Executive Park Drive in Weston, Florida, United States. Specializing in accounting, finance, and legal services, our dedicated team is committed to providing real tax solutions for all of our clients. With over 20 years of experience representing individuals in front of the IRS, our skilled tax attorney, Ross Greenberg, is here to help resolve your IRS issues efficiently. Former Senior IRS Tax Attorney, Ross Greenberg, believes in ensuring that everyone's tax problems are resolved quickly and effectively. We offer in-person meetings in various locations including Weston, Boca Raton, Fort Lauderdale, West Palm Beach, and Naples, providing personalized service for our local clients.
Ross Greenberg
Ross Greenberg is an institution located at 2883 Executive Park Drive in Weston, Florida, specializing in accounting, finance, and legal services. The Greenberg Law Group, P.A. is committed to providing effective tax solutions for clients, with over 20 years of experience representing individuals in front of the IRS. Former Senior IRS Tax Attorney Ross Greenberg ensures that IRS issues are resolved quickly and efficiently, with in-person meetings available in various locations including Weston, Boca Raton, Fort Lauderdale, West Palm Beach, and Naples. Specializing in tax law, the institution offers services such as handling garnishments and seizures, negotiating offers in compromise, resolving delinquent tax returns, and managing payroll taxes. The team at Ross Greenberg is dedicated to helping clients navigate through IRS issues, including property seizures and wage garnishments.
Menendez Law Firm
Menendez Law Firm is a reputable institution located at 2699 Stirling Road in Fort Lauderdale, Florida, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch assistance to our clients. Whether you need help with tax planning, financial consulting, or legal representation, Menendez Law Firm is here to help. Trust us to handle your financial and legal matters with expertise and precision.
The Law Offices of Edward M. Shahady
The Law Offices of Edward M. Shahady, located at 7900 Peters Road in Fort Lauderdale, Florida, is a reputable institution specializing in finance and legal services. With over 30 years of experience, Mr. Shahady has successfully litigated numerous real estate disputes, business and commercial disputes, and foreclosure cases in South Florida. He has represented both plaintiffs and major financial institutions, bringing a wealth of knowledge and expertise to each case. Additionally, Mr. Shahady has helped countless individuals and businesses navigate the complexities of bankruptcy, providing them with a fresh start and financial relief. Trust in the expertise of Edward M. Shahady for all your legal and financial needs.
Lisa K. Crawford, Esq.
Lisa K. Crawford, Esq. is a reputable institution located at 1975 East Sunrise Boulevard, Fort Lauderdale, Florida, United States. Specializing in finance, law, and real estate, this institution offers expert services in legal matters, financial planning, and property transactions. With a team of experienced professionals led by Lisa K. Crawford, clients can expect personalized and top-notch assistance in navigating the complexities of the legal and real estate world. Whether you need assistance with estate planning, real estate transactions, or financial advice, Lisa K. Crawford, Esq. is dedicated to providing exceptional service to meet your needs.
Global Wealth Management
Global Wealth Management is a leading finance institution located at 2810 East Oakland Park Boulevard in Fort Lauderdale, Florida, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of wealth management services, including investment management, retirement planning, estate planning, and tax optimization. With a focus on personalized service and tailored financial solutions, Global Wealth Management is committed to helping clients build and preserve wealth for generations to come. Contact us today to learn more about how we can help you achieve financial success.
Anders Retirement & Investment Advisors
Anders Retirement & Investment Advisors is a finance institution located at 124 East Welbourne Avenue, Winter Park, Florida, United States. Our team is dedicated to providing financial planning services that prioritize your needs and goals. We are committed to working in your best interest, ensuring that your investments are aligned with your financial objectives. At Anders Retirement & Investment Advisors, we have the flexibility to work with any institution or product to find the best fit for you. While other firms may prioritize their own profits or push specific products, we are focused on finding the right solutions for your unique situation.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located at 1400 West Fairbanks Avenue in Winter Park, Florida. With additional locations in various states across the U.S., including Bonita Springs and Fort Lauderdale in Florida, Beacon Pointe Advisors offers private wealth management, institutional consulting, and retirement plan services. The firm is dedicated to research impact investing and provides partnership opportunities for clients. Visitors to the website can access a range of resources including blogs, articles, case studies, podcasts, videos, and webinars. Please note that Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website.
Neil Jesani Advisors
Neil Jesani Advisors is a finance institution located at 1300 Sawgrass Corporate Parkway in Sunrise, Florida, United States. The institution specializes in helping high-income individuals, professionals, and businesses reduce their tax burden through IRS-approved strategies. Services offered include personal, business, and trust tax preparation and compliance, advanced tax reduction strategies, proactive tax planning, tax audit defense by experienced attorneys, retirement income planning, life insurance and estate planning strategies, investment strategies, trusts and charitable foundations management, and business growth and exit planning. If you are a successful business owner, professional, or high-earning salaried individual looking to reduce your taxes, Neil Jesani Advisors can help. The institution's team of senior tax attorneys and experienced CPAs, including Rich Hofmann, T.L. Turnipseed, Neil Jesani, Leslie Borgia, and Dan Ruggiero, are available for a free consultation to discuss your specific tax situation and develop a personalized tax strategy.
Provenance Wealth Advisors
Provenance Wealth Advisors is a finance institution located in Miami, Florida, United States. They offer comprehensive financial planning services to protect your family, preserve your assets, and give you financial confidence. Their well-designed estate plans ensure that your family, business, and legacy are protected. They also provide coordinated investment plans tailored to help you achieve your goals. Additionally, their retirement plans incorporate education and hands-on management for success. Provenance Wealth Advisors takes an entrepreneurial approach to solving clients' problems and building deep relationships. Their team of professionals offers a comprehensive approach to estate, financial, business, and investment planning to navigate complex financial and risk environments. Contact them at their Fort Lauderdale office for more information. Securities are offered through PWA Securities, LLC, a registered broker/dealer, and Investment Advisory Services are offered through Provenance Wealth Advisors, LLC, an SEC-registered investment adviser. Clearing and Custody services are provided through Raymond James & Associates, Inc. Neither PWA Securities, LLC nor Provenance Wealth Advisors, LLC is affiliated with Raymond James & Associates, Inc.
Strategic Resource Group, LLC
Strategic Resource Group, LLC is a finance institution located at 5310 Northwest 33rd Avenue in Fort Lauderdale, Florida. We specialize in providing strategic financial solutions to our clients, helping them navigate complex financial challenges and achieve their business goals. Our team of experienced professionals offers personalized services tailored to meet the unique needs of each client. Whether you are looking for investment advice, financial planning, or risk management solutions, Strategic Resource Group, LLC is here to help you succeed. Contact us today to learn more about how we can assist you with your financial needs.
Impact Wealth Group, LLC
Impact Wealth Group, LLC is a finance institution located at 2000 West Commercial Boulevard in Fort Lauderdale, Florida, United States. Specializing in wealth management and financial planning services, Impact Wealth Group, LLC helps clients achieve their financial goals through personalized strategies and expert advice. With a focus on making a positive impact on clients' financial well-being, the institution prides itself on providing top-notch customer service and innovative solutions. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Impact Wealth Group, LLC is dedicated to helping you secure a prosperous financial future.
Accountants on Air
Accountants on Air is a leading accounting and finance institution located in Fort Lauderdale, Florida. Our team of experienced professionals provides a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a small business owner, we are here to help you navigate the complexities of financial management. Visit us at 6500 Northwest 12th Avenue to learn how we can assist you in achieving your financial goals.
Black Swan Consulting, Inc.
Black Swan Consulting, Inc. is a finance institution located at 6750 North Andrews Avenue in Fort Lauderdale, Florida. Our team of experienced professionals provides expert financial consulting services to businesses and individuals. With a focus on strategic planning and risk management, we help our clients navigate the complexities of the financial world and make informed decisions. Whether you are looking to grow your investments, manage your wealth, or plan for the future, Black Swan Consulting, Inc. is here to help you achieve your financial goals.
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